Kim is a co-founder and partner of Cedar Wealth Partners with over 16 years experience specifically in the RIA industry and nearly 20 years experience overall in the wealth management industry. Kim oversees the operational side of the firm including billing, invoicing, custodial and vendor relationships and ensuring advisors have the tools they need to run their business.
Kim earned a Bachelor’s Degree in Financial Counseling and Planning from Purdue University. After graduation, she began her career in the financial services industry with a New York stock exchange firm. Kim later joined Smith Barney’s Portfolio Management Group (PMG). During that time, she and PMG’s Senior Portfolio Management Director worked together to manage portfolios for high net worth clients.
Kim holds a Chartered Market Technician (CMT) designation, which is the premier designation in technical market analysis. She is a Chartered Retirement Planning Counselor, a designation earned through the College for Financial Planning in Denver, Colorado. Kim is a member of the Market Technician’s Association.
Kim lives in Wabash, IN with her husband, Jay, and daughters, Autumn and Avery.